Civic Intelligence

Simons & Leoni Home Loans LLC

Plan context: Simons & Leoni 401K

EIN 90-0107515 • Tampa, FL • 9 filings • 1 plans

701 N. Westshore Blvd., Suite 284Tampa, FL 33609
Current Snapshot

Latest Year

2025

2025 Participants

8

2025 Assets

$908,785

2025 Contributions

$101,506

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,021,149$510,575$0201720212025YearValue
$908,785Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1160201720212025YearValue
8Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202518$908,785$101,506$12,688iApproximate average salary by contribution assumption: employee only about $317,206 at 4% or $211,471 at 6%; with 50% employer match about $211,471 at 4% or $140,981 at 6%; with 100% employer match about $158,603 at 4% or $105,735 at 6%.
Simons & Leoni 401K-8$908,785$101,506$12,688iApproximate average salary by contribution assumption: employee only about $317,206 at 4% or $211,471 at 6%; with 50% employer match about $211,471 at 4% or $140,981 at 6%; with 100% employer match about $158,603 at 4% or $105,735 at 6%.
2024110$1,021,149$87,937$8,794iApproximate average salary by contribution assumption: employee only about $219,843 at 4% or $146,562 at 6%; with 50% employer match about $146,562 at 4% or $97,708 at 6%; with 100% employer match about $109,921 at 4% or $73,281 at 6%.
Simons & Leoni 401K-10$1,021,149$87,937$8,794iApproximate average salary by contribution assumption: employee only about $219,843 at 4% or $146,562 at 6%; with 50% employer match about $146,562 at 4% or $97,708 at 6%; with 100% employer match about $109,921 at 4% or $73,281 at 6%.
2023110$877,837$178,844$17,884iApproximate average salary by contribution assumption: employee only about $447,110 at 4% or $298,073 at 6%; with 50% employer match about $298,073 at 4% or $198,716 at 6%; with 100% employer match about $223,555 at 4% or $149,037 at 6%.
Simons & Leoni 401K-10$877,837$178,844$17,884iApproximate average salary by contribution assumption: employee only about $447,110 at 4% or $298,073 at 6%; with 50% employer match about $298,073 at 4% or $198,716 at 6%; with 100% employer match about $223,555 at 4% or $149,037 at 6%.
2022111$705,256$148,284$13,480iApproximate average salary by contribution assumption: employee only about $337,009 at 4% or $224,673 at 6%; with 50% employer match about $224,673 at 4% or $149,782 at 6%; with 100% employer match about $168,505 at 4% or $112,336 at 6%.
Simons & Leoni 401K-11$705,256$148,284$13,480iApproximate average salary by contribution assumption: employee only about $337,009 at 4% or $224,673 at 6%; with 50% employer match about $224,673 at 4% or $149,782 at 6%; with 100% employer match about $168,505 at 4% or $112,336 at 6%.
202117$676,134$174,659$24,951iApproximate average salary by contribution assumption: employee only about $623,782 at 4% or $415,855 at 6%; with 50% employer match about $415,855 at 4% or $277,237 at 6%; with 100% employer match about $311,891 at 4% or $207,927 at 6%.
Simons & Leoni 401K-7$676,134$174,659$24,951iApproximate average salary by contribution assumption: employee only about $623,782 at 4% or $415,855 at 6%; with 50% employer match about $415,855 at 4% or $277,237 at 6%; with 100% employer match about $311,891 at 4% or $207,927 at 6%.
202017$428,081$125,948$17,993iApproximate average salary by contribution assumption: employee only about $449,814 at 4% or $299,876 at 6%; with 50% employer match about $299,876 at 4% or $199,917 at 6%; with 100% employer match about $224,907 at 4% or $149,938 at 6%.
Simons & Leoni 401K-7$428,081$125,948$17,993iApproximate average salary by contribution assumption: employee only about $449,814 at 4% or $299,876 at 6%; with 50% employer match about $299,876 at 4% or $199,917 at 6%; with 100% employer match about $224,907 at 4% or $149,938 at 6%.
201915$244,042$79,952$15,990iApproximate average salary by contribution assumption: employee only about $399,760 at 4% or $266,507 at 6%; with 50% employer match about $266,507 at 4% or $177,671 at 6%; with 100% employer match about $199,880 at 4% or $133,253 at 6%.
Simons & Leoni 401K-5$244,042$79,952$15,990iApproximate average salary by contribution assumption: employee only about $399,760 at 4% or $266,507 at 6%; with 50% employer match about $266,507 at 4% or $177,671 at 6%; with 100% employer match about $199,880 at 4% or $133,253 at 6%.
201815$129,876$97,694$19,539iApproximate average salary by contribution assumption: employee only about $488,470 at 4% or $325,647 at 6%; with 50% employer match about $325,647 at 4% or $217,098 at 6%; with 100% employer match about $244,235 at 4% or $162,823 at 6%.
Simons & Leoni 401K-5$129,876$97,694$19,539iApproximate average salary by contribution assumption: employee only about $488,470 at 4% or $325,647 at 6%; with 50% employer match about $325,647 at 4% or $217,098 at 6%; with 100% employer match about $244,235 at 4% or $162,823 at 6%.
201713$42,237$38,405$12,802iApproximate average salary by contribution assumption: employee only about $320,042 at 4% or $213,361 at 6%; with 50% employer match about $213,361 at 4% or $142,241 at 6%; with 100% employer match about $160,021 at 4% or $106,681 at 6%.
Simons & Leoni 401K-3$42,237$38,405$12,802iApproximate average salary by contribution assumption: employee only about $320,042 at 4% or $213,361 at 6%; with 50% employer match about $213,361 at 4% or $142,241 at 6%; with 100% employer match about $160,021 at 4% or $106,681 at 6%.